Daniel Gallagher, Cpa Email & Phone Number

With diverse and deep experience as SaaS solutions consultant, professional services consultant, and CPA, I bring a unique skill set that sets me apart from the crowd.I both enjoy and excel at creating, presenting, and delivering compelling business value through SaaS solutions and product demonstrations.Experience-Senior solutions consultant in the mid market for global payables and payments (Tipalti)I spent 9 months on the commercial team and have since been aligned to the strategic accounts team, including prospects, customers, and partners.-Chief operating officer at a modern business services firm (ZTX Advisors)I was a non-equity partner at a modern business services firm providing tax, bookkeeping, and advisory services to SMBs.My role was intended to become an equity partner after a preliminary period operating the business alongside the founding partner. I took a chance but decided it wasn’t the direction I wanted to go long term.While I was there, I influenced the direction of the business to specialize in serving marketing agencies and creators. I was actively involved in building a book of business, owning client relationships, overseeing client delivery, and running the overseas outsourced team.-Professional services consultant at a cloud-based ERP market leader (Sage Intacct)As part of the dedicated software and services team, I worked with new and existing customers to present, configure, customize, and implement solutions tailored to their requirements. This included implementing the core solution, advanced modules, and instance customizations.-Partner solutions consultant, team lead, and manager at a cloud based accounting platform’s US GTM team (Xero)As a manager, I expanded, hired, and ran a team with 13 direct reports and 3 team leads. I strategized, planned, and executed alongside my sales counterparts, represented by 5 sales directors, covering various markets, verticals, and geographies. Prior to promotions to team lead and manager, I served as the top producing partner solutions consultant and subject matter expert for the US GTM product and strategy teams.. Prior to my jump into solutions consultant and SaaS, here are my previous roles:-back office for a family office and registered investment advisor-operator of my own tax and business consulting practice working with SMBs-CPA at a public accounting firm delivering tax and outsourced accounting services working with high net worth individuals and SMBs-auditor at a public accounting firm dedicated to serving nonprofit and governmental organizations

Listed skills include Software Implementation, Financial Accounting, Management, Pre Sales, and 38 others.

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  University Of Houston

  3.89